WHAT TO EXPECT
STEP 1
INITIAL MEETING
We offer an initial meeting at no cost to you, during this meeting we will discuss your current situation and what you hope to achieve. This is our opportunity to get to know you, your aspirations and long-term goals, and to explore how financial planning can support you in reaching them.
STEP 2
INITIAL ADVICE
We begin by conducting a comprehensive assessment of your current financial situation and long-term goals. This involves gathering key information such as income, expenses, assets, liabilities, investments, and existing insurance policies.
As part of this process, we also establish your attitude to investment risk and review any previous investment experience you may have. This helps ensure that our recommendations are aligned with both your risk tolerance and capacity for loss.
Finally, we take the time to discuss your financial objectives, both short-term and long-term, so that together we can build a strategy tailored to your needs and aspirations.
STEP 3
PLANNING
After conducting a comprehensive assessment of your current situation and long-term goals, our aim is to provide you with clear, realistic advice on the feasibility of your objectives and the most effective strategies to achieve them.
Once your plan is developed, we will present you with a personalised written Financial Plan. This document will outline tailored recommendations, explain the rationale behind them, and provide a practical roadmap to help you move forward with confidence.
STEP 4
IMPLEMENTATION
Once you have agreed either part or whole of your financial plan, we will commence steps to implement that plan, this will include assisting with the completion and submission of any necessary paperwork.
STEP 5
ONGOING REVIEW SERVICE
Once your financial plan has been implemented, we provide an ongoing review service to ensure your plan remains both suitable and effective throughout life’s journey.
This includes an annual meeting to review any changes in your personal circumstances or financial goals, as well as monitoring your investments and recommending adjustments where appropriate.
We also keep you informed of changes in market conditions or legislation, helping to ensure your plan continues to work for you and stays aligned with your long-term objectives.
Connect with our advisors today to explore a personalised path to long-term financial success.